JBJ Investment Partners’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $647K | Sell |
8,235
-3,216
| -28% | -$253K | 0.13% | 36 |
|
|
2021
Q3 | $836K | Sell |
11,451
-210
| -2% | -$15.3K | 0.17% | 34 |
|
|
2021
Q2 | $858K | Sell |
11,661
-4,138
| -26% | -$304K | 0.18% | 34 |
|
|
2021
Q1 | $1.2M | Sell |
15,799
-3,917
| -20% | -$298K | 0.26% | 25 |
|
|
2020
Q4 | $1.48M | Sell |
19,716
-4,021
| -17% | -$302K | 0.34% | 25 |
|
|
2020
Q3 | $1.87M | Buy |
23,737
+3,176
| +15% | +$251K | 0.49% | 22 |
|
|
2020
Q2 | $1.67M | Buy |
20,561
+15,919
| +343% | +$1.29M | 0.48% | 24 |
|
|
2020
Q1 | $335K | Buy |
4,642
+184
| +4% | +$13.3K | 0.12% | 34 |
|
|
2019
Q4 | $369K | Buy |
4,458
+348
| +8% | +$28.8K | 0.11% | 31 |
|
|
2019
Q3 | $333K | Buy |
4,110
+956
| +30% | +$77.5K | 0.11% | 32 |
|
|
2019
Q2 | $244K | Buy |
+3,154
| New | +$244K | 0.09% | 37 |
|